Overview

ClearSync creates two HubSpot App Objects:

• ClearSync Stripe Subscriptions represent the current state of recurring subscriptions.
• ClearSync Stripe Events represent individual MRR movements such as new sales, upgrades, downgrades, and churn.

Stripe is the primary automated source for these records, but it does not have to be the only source. The records are extensible inside HubSpot: authorized users can create or edit them manually, workflows can create or update them, and customers can add custom properties and use the records in supported HubSpot automation.

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Important API limitation: A customer-owned HubSpot Private App or Service Key cannot directly query, create, update, or delete App Object records through HubSpot's CRM APIs. The required App Object scopes belong to the ClearSync app that owns the objects and are not available to add to customer-owned credentials.

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Most ClearSync customers use HubSpot workflows as their orchestration layer. You can use workflow actions to edit an enrolled ClearSync record, create records, branch on properties, and manage associations. Add custom code (with Data Hub Pro+) only when the decision logic is too advanced for native workflow branches and calculations.

Common use cases

You may want to extend or adjust ClearSync records when:

• You need to reclassify a replacement subscription from New Sale to Upgrade.
• You need to adjust an event's MRR change amount.
• A churn event represents a technical migration rather than true customer churn and should be neutralized or reclassified.
• You want custom properties that relate a replacement subscription to its predecessor or successor.
• You need to create associations with Contacts, Companies, Deals, Payments, or other supported records.
• Your company applies MRR or ARR rules that ClearSync cannot infer from Stripe alone.
• You need to represent recurring revenue managed outside Stripe, such as manually invoiced Enterprise contracts or app-store subscriptions.

Recommended implementation patterns

Option 1: HubSpot workflows (Recommended)

Start with a workflow based on the relevant ClearSync App Object; for example, you might want to create a Deal when a ClearSync Stripe Event recognizing positive MRR change is created.

A HubSpot workflow can: